Peak Family Dental, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peak Family Dental, INC.
  • Sponsor EIN: 731636971
  • Sponsor Address: 2021 BATTLECREEK DRIVE, FORT COLLINS, CO, 80528
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$2.8M$30,704$77,202
202311$2.2M$26,205$65,730
202214$1.8M$26,087$70,109

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